custom fields
I am looking for a way to combine donation activity in reports for donors who give through multiple profiles (i.e. household profile, a family foundation, a trust, or a DAF at another institution.) These donations are linked the household as "donor advisor" and the profiles are linked, but I am unable to run reports (custom or preset) that produce accurate totals of donations or the count of donor where the activity for one of these multisource donors is combined as one. Ideally there would be a way to create a "master donor" profile that links all of the related profiles for the sake of reporting that totals correctly.
Is there a way to do this that I am missing or could custom fields be used to accomplish it?
Sally Gillespie
shared this idea
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P.S. Have you looked at the Donor Rollup Report? You can add filters to this report if needed.
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Julie
commented
This is a similar request. We do need a better way to see the overall household giving. https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/44963956-household-yearly-tax-receipt